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Profil
William Dudley Moyer worked as a Portfolio Manager at Transform Wealth LLC from 2002 to 2017.
Prior to that, he worked as a Director of Research at First Affirmative Financial Network LLC, a Principal at American Century Mutual Funds, Inc., and a Portfolio Manager & Vice President at Springfield Trust Co. Moyer earned an MBA from Regis University in 1997 and completed his undergraduate studies at the University of Oklahoma.
Anciens postes connus de William Dudley Moyer
| Sociétés | Poste | Fin |
|---|---|---|
Transform Wealth LLC
 Transform Wealth LLC Investment ManagersFinance Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market. | Analyst-Equity | 01/12/2017 |
American Century Mutual Funds, Inc.
 American Century Mutual Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
First Affirmative Financial Network LLC
 First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative follows an established investment management process consistent with standards of fiduciary care and with a long-term orientation. The firm takes a double bottom line approach to serving the needs of their advisors and clients. | Corporate Officer/Principal | - |
Springfield Trust Co.
 Springfield Trust Co. Investment ManagersFinance Springfield Trust Co.'s equity selection process is based on a 'best of class' approach that seeks to identify the best companies in each industry within each sector of the S&P 500. Each industry is analyzed to find companies with the following characteristics: (1) the best positive or improving trend in fundamentals (2) a high percentile ranking score using the firm's internal scoring method (3) positive earnings and increases in estimated earnings (4) good technical strength and (5) price performance and return potential that is twice the downside risk. Companies identified through this process are further evaluated using external research services | Corporate Officer/Principal | - |
Formation de William Dudley Moyer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
American Century Mutual Funds, Inc.
American Century Mutual Funds, Inc. Investment Trusts/Mutual FundsMiscellaneous Open-End Investment Fund/Unit Trust | Miscellaneous |
Springfield Trust Co.
Springfield Trust Co. Investment ManagersFinance Springfield Trust Co.'s equity selection process is based on a 'best of class' approach that seeks to identify the best companies in each industry within each sector of the S&P 500. Each industry is analyzed to find companies with the following characteristics: (1) the best positive or improving trend in fundamentals (2) a high percentile ranking score using the firm's internal scoring method (3) positive earnings and increases in estimated earnings (4) good technical strength and (5) price performance and return potential that is twice the downside risk. Companies identified through this process are further evaluated using external research services | Finance |
First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative follows an established investment management process consistent with standards of fiduciary care and with a long-term orientation. The firm takes a double bottom line approach to serving the needs of their advisors and clients. | Finance |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth utilizes a combination of fundamental and technical analysis while employing an asset allocation strategy that incorporates cash flow considerations, current and future financial obligations, risk perceptions, time horizon, and investment objectives. The firm takes the position that no single strategy can be relied upon to outperform the market. Their goal in its analysis is not to make any attempt to time the market. | Finance |
Regis University
 Regis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
